Filed May 9, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,555 | $44,626+4.3% | $86,188-46.0% | $80,160-41.9% |
| Participation rate | 98.8% | 63.5%+35.3pp | 69.0%+29.9pp | 72.9%+25.9pp |
| Annual return | 6.98% | 19.61%-12.6pp | 1168.45%-1161.5pp | 40.38%-33.4pp |
| Employer contribution / active EE | $1,410 | $1,099+28.3% | $2,380-40.8% | $2,978-52.7% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,985-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $133-100.0% | $6,852-100.0% | $145-100.0% |